1. What information is shown for each strategy in the portfolio?

For each strategy, the portfolio page displays:

• Name: The name of the strategy. Traders can assign it in the strategy builder.
• Initial Cash: The amount allocated to start the strategy.
• Stock Ticker(s): The assets involved in the strategy.
• Entry and Exit Conditions: The rules defining when to buy or sell.
• Market Value: The current value of assets held by the strategy. Market value of a strategy = Asset position (Equity) + Remaining cash within the strategy (Cash)
• Today’s PnL: The profit or loss for the current day.
• Number of Trades: The total trades executed by the strategy. Each buy and sell is recorded as a separate trade.

2. Can I see more detailed trade information for a strategy?

Yes, but traders need to open a broker account to unlock detailed trade information, as required by regulation. You can click the drop-down triangle icon to view more details upon connection to your broker.

3. Can I share my strategy’s performance?

Yes, traders can share their strategy’s performance in the Quantphemes Community or on social media by clicking the Share button in the strategy section, allowing everyone to showcase results or discuss with peers.

4. What does the Clone button do?

The Clone button creates a copy of the strategy in the strategy builder on the sidebar. This enables traders to create a similar strategy quickly and easily.